Anonymous

← Customer Feedback for Redtail Technology

My feedback

156 results found

  1. Email attachments - show the full file name

    7 votes
    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Calendar Integration with Calendly

    53 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Name in "Referred By" window be hyper-linked to Contact's Record

    45 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Remove client anniversary reminder if client is terminated

    29 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Please give us a way to modify the order of options on the left menu bar.

    22 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Please give us more recurring scheduling options

    19 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. Redtail Support Chat

    37 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. When one activity is added it can trigger another activity to be created

    20 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. send calendar to clients to book appointments

    57 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. MEMBERSHIP

    14 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. Under Activities, Displaying Both names rather than "2 Users" .

    50 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  12. Divorced Couples with Children

    32 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. Link a Contact to a note after it has been Created

    34 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  14. Activity notes in mobile app

    37 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  15. Family Tree Mapping

    57 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. From app add more than 1 contact to a note

    19 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. checkbox

    15 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  18. email reporting

    241 votes
    10 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  19. Display database name in header/quicker switch

    12 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  20. Notify User

    31 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
1 3 5 6 7 8

Feedback and Knowledge Base

(thinking…)